Investments

The professionals in our advisory department work to help increase your assets and assess your risk.


 

Have you ever wanted to start saving for the future but just didn't know what to do or where to go?  Have you found that you procrastinate because of uncertainty?  Martin Financial Services' advisors help you structure your life-course by tailoring the appropriate investment for your needs.  The advisors at Martin Financial Services are associated with Royal Alliance Associates, Inc., an independent broker dealer.  This allows the financial advisors to offer access to a wide array of mutual funds, tax-deferred variable as well as fixed annuities, and individual stocks and bonds. 


 

Objectives, quality and diversification are just three of the criteria that the professionals at Martin Financial Services consider when designing your investment portfolio.  We work to identify where you are, where you want to be, and building a plan to bridge the gap.  At Martin Financial Services we consider ourselves financial bridge builders!

 

INVESTMENT SERVICES
  • Mutual funds* 
  • Variable* & Fixed annuities 
  • 401(K) Retirement plans 
  • Simple IRA Retirement plans 
  • Traditional and Roth IRA's 
  • 529 College plans 
  • Stocks & Bonds

 

 

ADVISORY SERVICES
  •  Retirement planning 
  •  Investment Analysis
  •  No-load professional money management

 

 


 

 



  No Cost or  Obligation for Initial consultations

Adding peace of mind to retirement planning since 1972

 

 

*  Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC. and a registered investment advisor. Additional investment advisory services offered through Martin Financial Services, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.